13 Issues to Protect Family Wealth and a
Proven System to Preserve Family Relationships
A Dynamic Presentation on Wealth Management for Affluent Individuals and Families
Featured Speakers:
TED RIDLEHUBER
Author of AFFLUENT FOR LIFE:
13 Wealth Management Issues to Protect You and Your Family
ANGIE EPTING MORRIS
Author of THE SETTLEMENT GAME:
How to Settle an Estate Peacefully and Fairly
This presentation by Ted Ridlehuber and Angie Epting Morris was designed to provide important information for affluent families and their professional advisors to use in developing a comprehensive wealth management plan.
PASSING THE FAMILY TORCH is a dynamic presentation that is also interactive, engaging, entertaining, and full of in-depth and important information that attendees can take back to their offices to use immediately with their clients for wealth management planning.
In his role as President of Cannon Financial Institute, Ted Ridlehuber has advised thousands of professionals on ways to simplify complex information on wealth management for their clients. Many of these professionals revealed that they didn’t typically cover all 13 of the Wealth management Issues that Ted had identified, assuming that some of these were being covered by other professional advisors. Ted showed them how important it is to offer a comprehensive package of wealth management advice in words and terms that are easy to understand. This assures that clients are completely prepared for efficient tax planning, business succession planning, and charitable gifting, in addition to working effectively with their investments, insurance, wills and trusts.
Upon hearing a presentation by Angie Epting Morris, Ted recognized that there is a 14th Wealth Management Issue - one that is rarely, if ever, addressed in the estate planning process. The presentation offered a common-sense solution to an age-old problem: how to assure that children (heirs) keep peace and avoid conflict when dividing personal property of an estate, i.e., furniture, jewelry, and sentimental items. Most people agree that it is the division of this personal property that is most controversial and usually the genesis of disagreements and hurt feelings among siblings and other heirs.
Angie’s proven system was developed during the settlement of her parents’ estate. It is based on the advice of her father, an attorney for over 50 years. Used successfully for years in various family situations, the system helps heirs avoid squabbles and feelings of mistrust through a fun, yet methodical, structure. Parents who direct its use as a part of their estate plan can rest easier knowing that this will help their children remain friends with each other – long after the parents are gone. Today, Ted and Angie have teamed up to provide a unique and informative presentation for wealth management professionals and the families and individuals whom they advise.
Passing the Family Torch can be offered as either Ted’s presentation of “The 13 Wealth Management Issues,” Angie’s presentation of “How to Settle an Estate Peacefully and Fairly,” or a combination of both. This is ideal to offer as a special event for your affluent clients. Both clients and prospects attending will become much more loyal to you, the professional, for offering them the opportunity to attend this valuable event. This program can be customized for a luncheon or an afternoon or evening event – even a breakfast meeting is a possibility. Pricing includes all travel expenses, allowing budgeting with no hidden costs.
To arrange for Passing the Family Torch at your next event and to discover ways to make a lasting impression on your clients with this program, PLEASE CONTACT:
Suzanne Grace
Lagniappe Associates, Inc.
770-388-7979 x 5
scg@lagniappeassociates.com